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Lighthouse Investment Partners’s New Jersey Resources NJR Stock Holding History

Lighthouse Investment Partners’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-443,263
Closed -$18M – 387
2023
Q3 		$18M Buy
443,263
+232,642
+110% +$10.2M 0.74% 24
2023
Q2 		$9.94M Buy
+210,621
New +$10.6M 0.53% 45

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State Street
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Dimensional Fund Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Investment Partners's NJR Position: Q4 2023 in Review

Lighthouse Investment Partners sold out of New Jersey Resources (NJR) in Q4 2023, closing a stake of 443,263 shares — an estimated $18M sold.

Lighthouse Investment Partners first reported a position in NJR in Q2 2023 and held it in 2 quarters. The position peaked at $18M in Q3 2023. 322 funds tracked by Wall St. Rank hold NJR as of Q4 2023.

  • Lighthouse Investment Partners reported no remaining New Jersey Resources position as of Q4 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 443,263 New Jersey Resources shares in Q4 2023, an estimated $18M.
  • Lighthouse Investment Partners first reported a position in New Jersey Resources in Q2 2023 and held it in 2 quarters.
  • Lighthouse Investment Partners's New Jersey Resources position peaked at $18M in Q3 2023.
  • 322 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2023.

Based on Lighthouse Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.